Welcome to TruePoint Financial
Jeff Smith and Vaughn Nun are client focused and community minded. With over 50 years of combined experience they have maintained their commitment to the client every step of the way.
Entrenched in the community is also what defines these two. From serving multiple terms on the city council to President of Rotary to Chairman of the Derby Chamber of Commerce it is their belief that to make this community great we all must do our part. It is this values based approach that drives their commitment to advising clients and help them pursue their goals.
On the wall of their office simply reads. “Wisdom is knowing the right path to take – Integrity is taking it”. Words they live by every day.
Learn More The Morning Star Portfolio Approach
Utilizing Morningstar’s unmatched capabilities allow us to conduct in-depth portfolio analysis. With easy to read reports like the Portfolio Snapshot we can provide a detailed overview of a portfolio’s most important aspects, including asset allocation, investment style, sector weightings, and performance. Drilling down even furthers allows us to quantify the risk in the portfolio and better plan for changing environments. Call today to receive your free no obligation Morningstar Portfolio Review.
Learn MoreHelpful Content
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Glossary of Scam Terms
A helpful glossary of current scams.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.